initiatives to market the BCCEI and recruit new members. • Discipline / Business Process: o Manages Member Complaints
Purpose of role: Financial Planning Partner Assistant The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office a
Purpose of role: Financial Planning Partner Assistant The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office a